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Cape Investment Advisory’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Cape Investment Advisory’s Portfolio GOLY Stock Details GOLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Buy
+450
New +$12.7K ﹤0.01% 838
2026
Q1 		– Sell
-110
Closed -$3.85K – 1256
2025
Q4 		$3.85K Buy
+110
New +$3.79K ﹤0.01% 969

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cape Investment Advisory's GOLY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q2 2026: 450 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GOLY as recently as Q4 2025.

Cape Investment Advisory first reported a position in GOLY in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Cape Investment Advisory held 450 shares of Strategy Shares Gold-Hedged Bond ETF worth $11.3K as of Q2 2026.
  • Strategy Shares Gold-Hedged Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #838 holding.
  • Cape Investment Advisory first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.